AgentLocator + LeadConnector
Manage new AgentLocator leads by adding or updating opportunities in LeadConnector
Streamline your workflow with this automation that connects AgentLocator and LeadConnector. Whenever a new lead is detected in AgentLocator, it immediately creates or updates an opportunity in LeadConnector. This ensures every potential client is promptly and accurately recorded, helping you to manage your leads more effectively and efficiently.
Streamline your workflow with this automation that connects AgentLocator and LeadConnector. Whenever a new lead is detected in AgentLocator, it immediately creates or updates an opportunity in LeadConnector. This ensures every potential client is promptly and accurately recorded, helping you to manage your leads more effectively and efficiently.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Source
Lead Type
Pipeline
Tags
Site
Status
Timestamp
Description
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Update Lead
Triggers when a lead is updated.
Try ItLeadIdRequired
First NameRequired
Last Name
EmailRequired
Phone
ExternalId
Description
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
